Who Owns FLTB?
FIDELITY LIMITED TERM BOND ETF — Institutional Ownership & 13F Holdings
$50.53
-0.03 (-0.06%)
Market Cap
$269.5M
Shares Outstanding
5,321,114
Institutional Holders
64
Total Inst. Value
$85.4M
% of Float Held
—
QoQ Holder Change
+24
Institutional data as of Q1 2025
New Positions
14
Closed Positions
7
Increased
25
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS Group AG | $28.3M | 564,219 |
| 2 | MORGAN STANLEY | $9.0M | 179,927 |
| 3 | BANK OF AMERICA CORP /DE/ | $4.7M | 93,764 |
| 4 | OSAIC HOLDINGS, INC. | $4.1M | 81,196 |
| 5 | Regal Investment Advisors LLC | $3.9M | 76,908 |
| 6 | Vestmark Advisory Solutions, Inc. | $3.6M | 72,407 |
| 7 | Salus Financial Advisors, LLC | $2.8M | 55,683 |
| 8 | Algorithmic Investment Models, LLCNew | $2.4M | 47,839 |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.2M | 43,681 |
| 10 | ISLAY CAPITAL MANAGEMENT, LLC | $2.0M | 40,355 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +75K | $28.3M |
| MORGAN STANLEY | +22K | $9.0M |
| BANK OF AMERICA CORP /DE/ | +14K | $4.7M |
| OSAIC HOLDINGS, INC. | +7K | $4.1M |
| Vestmark Advisory Solutions, Inc. | +6K | $3.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -15K | $1K |
| LPL Financial LLC | -12K | $5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -10K | $1.5M |
| MERCER GLOBAL ADVISORS INC /ADV | -4K | $551K |
| JPMORGAN CHASE & CO | -3K | $539K |
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Frequently Asked Questions
How many institutional investors hold FLTB?
As of Q1 2025, 64 institutional investors report holding FLTB (FIDELITY LIMITED TERM BOND ETF) in their 13F filings.
Which hedge fund owns the most FLTB?
The largest institutional holder of FLTB is UBS Group AG with $28.3M in shares.
Are institutions buying or selling FLTB?
This quarter, 14 institutions opened new positions in FLTB and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.